Frederic Wachtel is a financial advisor at Prosperitas Financial, LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Wells Fargo Advisors, and Next Financial Group. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across about 1,745 clients, offering asset management, financial planning, retirement plan consulting, and comprehensive portfolio management using a mix of analytical approaches and third-party managers.

Jason Miller is a financial advisor with Prosperitas Financial, LLC in Valencia, CA. He holds one year of industry experience and previously worked at KPMG from 2015 to 2019. Miller also has roles at Equity Smart Home Loans and PGIE, where he has been involved since 2019. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million for about 1,745 clients, offering asset management, financial planning, and retirement plan consulting with a mix of analytical approaches and individualized portfolios.

Andrew Cohen is a financial advisor with Prosperitas Financial, LLC in Valencia, CA, holding three years of industry experience. He is also the principal attorney at the Law Offices of Andrew Cohen, where he has worked since 2011 assisting clients with trust and estate planning. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million for about 1,745 clients, offering asset management, financial planning, and consulting services using a range of investment strategies and third-party managers.

Rudy Herrera is a financial advisor with Prosperitas Financial, LLC, holding three years of industry experience. He is also the owner of College Assurity, a business focused on college planning and funding, helping students gain college admission and assisting parents with funding strategies. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm manages approximately $812 million across 1,745 clients, offering asset management, comprehensive portfolio management, financial planning, and consulting services using a combination of analytical approaches and individualized portfolio strategies.

Frederick Arnold is an advisor at Prosperitas Financial, LLC with one year of industry experience. He also manages mortgage banking activities under dba American Family Funding and has experience in real estate property management. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities, managing approximately $812 million for about 1,745 clients with a range of asset management and consulting services.

Rian Denich is a financial advisor with Prosperitas Financial, LLC, holding a Series 65 designation and four years of industry experience. Prior to joining Prosperitas in 2021, he worked at Wells Fargo Bank N.A. for two years and was employed at Dapper Dan's Car Wash for five years. Prosperitas Financial is a multi-team registered investment adviser that serves individuals, including high-net-worth clients, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across 1,745 clients and employs a variety of analytical approaches to build and monitor individualized portfolios.

Matthew Weaver is a CFA® charterholder with 12 years of industry experience. He is currently an advisor at Prosperitas Financial, LLC and previously worked at LPL Financial, Fremont Bank, Sorrento Pacific Financial, LLC, and Bedell Frazier Investment Counseling, LLC. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across 39 advisors, employing a mix of fundamental, technical, sector, cyclical, and qualitative analysis to build individualized portfolios using a range of securities and third-party managers.

Donald Blauner is a financial advisor at Prosperitas Financial, LLC with 39 years of industry experience. He has worked at Prosperitas Financial since 2024 and previously spent 25 years at Crown Capital Securities, L.P. Blauner also operates Blauner Financial, a business through which he sells fixed annuities and long-term care products. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate clients, managing approximately $812 million using a combination of individual securities, third-party managers, and various analytical approaches.

Ethan Alvarez is a Series 65-licensed financial advisor at Prosperitas Financial, LLC with one year of industry experience. Prior to joining Prosperitas, he held positions at various organizations including San Diego State University and Batza & Associates. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages diversified portfolios using a range of securities and employs multiple analytical approaches, regularly monitoring and rebalancing client investments.

Christopher Stamos is a financial advisor with Prosperitas Financial, LLC in Anaheim, CA, holding a Series 65 designation and two years of industry experience. He has extensive experience as a CPA and owner of Stamos and Stamos, Certified Public Accountants, Inc., where he has provided accounting and tax services since 2004. In addition, he authors and consults on coaching and online courses focused on the acquisition of CPA firms and similar businesses. Prosperitas Financial is a multi-team registered investment adviser with 39 advisors managing approximately $812 million for nearly 1,745 clients, including individuals, trusts, retirement plans, and corporate entities. The firm builds individualized portfolios utilizing a variety of securities and analytical approaches, offering comprehensive asset management and financial planning services.

Kieran Wong is a financial advisor with Prosperitas Financial, LLC, holding a Series 66 designation and seven years of industry experience. He has worked at Prosperitas since 2021 and was previously with NEXT Financial Group and operated his own consulting business for ten years. Prosperitas Financial is a multi-team registered investment adviser serving individuals, including high-net-worth clients, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across about 1,745 clients, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting through individualized portfolios and a blend of analytical approaches.

Heather Brockhurst is a financial advisor at Prosperitas Financial, LLC with eight years of industry experience. She holds a Series 66 designation and has worked at firms including MML Investors Services LLC, MassMutual Life Insurance Company, and Guardian Life Insurance Company of America. In addition to her advisory role, she is involved in selling life and health insurance and represents buyers and sellers in real estate transactions. Prosperitas Financial is a multi-team registered investment adviser with 39 advisors managing approximately $812 million for individuals, trusts, retirement plans, and corporate clients. The firm offers asset management, financial planning, and retirement plan consulting, employing a mix of analytical approaches and third-party money managers to build and monitor individualized portfolios.

Byron Alvarado is a financial advisor with Prosperitas Financial, LLC, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. Prior to joining Prosperitas in 2024, he worked at firms including Oneamerica Securities and American United Life. He is also CEO and agent of FWDTHINK Insurance & Alt Solutions, where he focuses on fixed insurance products and life settlements. Prosperitas Financial is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across 1,745 clients, employing a range of analytical approaches to build individualized portfolios and offering comprehensive wealth management and consulting services.

Mc Eathren Herrera is a financial advisor at Prosperitas Financial, LLC with a Series 65 credential and three years of industry experience. Prior to joining Prosperitas in 2023, Herrera worked for the University of California, Santa Cruz Athletics & Recreation department from 2018 to 2022. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm manages portfolios using a variety of investment vehicles and analytical approaches, and it is notable for disclosing predecessor performance and certain operational policies not commonly found among similar firms.

Shea Weiner is a financial advisor at Prosperitas Financial, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Northwestern Mutual. Shea completed his undergraduate education in 2025. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across 1,745 clients, offering asset management, comprehensive portfolio management, financial planning, and consulting services using a combination of individual securities, third-party managers, and various analytical approaches.

Jerry Citarella is a financial advisor at Prosperitas Financial, LLC with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Next Financial Group Inc and Guardian Life. He is also the owner of Infinity Wealth Management, providing securities and investment advisory services. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across a range of asset classes and employs a blend of analytical approaches to build and monitor individualized portfolios.

Antonio De Frank is a financial advisor at Prosperitas Financial, LLC in Valencia, CA, holding a Series 65 designation with one year of industry experience. He joined Prosperitas Financial in 2025 after completing his undergraduate education in 2023. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across 1,745 clients, offering portfolio management, financial planning, and retirement consulting using a diverse range of investment strategies and third-party managers.

Ryder Bendrat is a financial advisor at Prosperitas Financial, LLC in Valencia, CA, holding a Series 65 designation with one year of industry experience. Prior to joining Prosperitas, he held roles at Thelma's Cafe and Jerry Citarella Presents. Ryder’s background also includes work in energy and education sectors. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across 1,745 clients, offering a range of services including asset management, comprehensive portfolio management, and retirement plan consulting using a mix of analytical approaches and individualized portfolio construction.

Mark Petersen is a Series 66 licensed financial advisor with five years of industry experience, currently with Prosperitas Financial, LLC. He previously worked at NEXT Financial Group and spent 15 years with Petersen International Underwriters. Outside of advising, he is involved in marketing and graphic design through a separate business venture. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm manages diversified portfolios using a range of securities and employs a mix of fundamental, technical, sector, and cyclical analysis in its investment approach.

Eric Abrahamian is a financial advisor at Prosperitas Financial, LLC, holding a Series 65 designation with two years of industry experience. His prior roles include work at Whole Foods and the Office of Congressman Mike Garcia. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across 1,745 clients, offering asset management, comprehensive portfolio management, financial planning, and consulting services using a range of investment instruments and analytical approaches.

Dulce Vazquez is a financial advisor at Prosperitas Financial, LLC with three years of industry experience. She has been affiliated with Prosperitas Financial since 2023 and previously worked at Park Regency starting in 2005. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across about 1,745 clients, offering asset management, financial planning, retirement consulting, and third-party adviser management using a variety of analytical approaches and individualized portfolio strategies.

Maryam Odom is a financial advisor at Prosperitas Financial, LLC with one year of industry experience. Prior to joining Prosperitas in 2025, she worked for Poole Shaffery from 2016 to 2021 and has been associated with Odom Law Group, APLC since 2022. Prosperitas Financial is a multi-team registered investment adviser serving individuals, including high-net-worth clients, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million through 39 advisers and offers asset management, financial planning, retirement plan consulting, and third-party adviser management, employing a range of analytical approaches and individualized portfolio strategies.

Jeffrey Eisenberg is a financial advisor at Prosperitas Financial, LLC with three years of industry experience. He has been with Prosperitas Financial since 2023 and also has a long-standing role at Southern Oaks Mortgage, Inc. since 2004. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million for about 1,745 clients, offering asset management, financial planning, and consulting services using a range of analytical approaches and investment vehicles.

Gary Clark is a CFA® charterholder with 37 years of industry experience. He is currently with Prosperitas Financial, LLC and was previously president of Clark Asset Management + Associates, Inc., where he worked for 35 years. Outside of his advisory work, he maintained analytical support activities through his prior firm. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages roughly $812 million across 39 advisers and employs a range of analytical approaches to build and monitor individualized portfolios.

Grant Moulton is a financial advisor at Prosperitas Financial, LLC with 12 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Raymond James Financial Services and Edward Jones. Outside of his advisory role, he is involved with Blunt Wealth Services, where he provides financial planning support. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across 1,745 clients, offering asset management, comprehensive portfolio management, and financial planning using a range of investment vehicles and both fundamental and technical analytical approaches.

Erica Zaragoza is a CFP® with eight years of industry experience, currently serving as an advisor at Prosperitas Financial, LLC since 2025. Prior to joining Prosperitas, she worked at GWN Securities for seven years and was employed by the Tustin Unified School District for two years. She is also active as an insurance broker. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm manages approximately $812 million across 39 advisers, offering asset management and comprehensive financial planning supported by a mix of analytical approaches and selective use of third-party money managers.

Ryan Mittelman is a financial advisor with Prosperitas Financial, LLC in Valencia, CA. He holds a Series 65 designation and has one year of industry experience. He began his career at Prosperitas Financial in 2025 after completing his undergraduate education. Prosperitas Financial is a multi-team registered investment adviser with 39 advisers managing approximately $812 million for around 1,745 clients, including individuals, trusts, retirement plans, and corporate entities. The firm offers asset management, portfolio management, financial planning, and retirement plan consulting, employing a variety of analytical approaches and maintaining regular portfolio monitoring and rebalancing.

Michael Walters is a CFP® professional with eight years of industry experience. He is currently with Prosperitas Financial, LLC and previously worked at SWBC Investment Services, LLC, Teamwork Financial Advisors, and First Command Financial Planning. In addition to his advisory role, he is licensed to sell insurance-based products and provides client education on Medicare Advantage and Supplemental Plans. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across 1,745 clients, offering asset management, financial planning, and retirement consulting through a disciplined investment process that includes fundamental and technical analysis as well as third-party money managers.

Kaisee Pelino is a financial advisor at Prosperitas Financial, LLC with two years of industry experience. In addition to advising, Kaisee has operated Kaisee's Bookkeeping Service since 2005. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm manages approximately $812 million across a range of investment strategies, employing analytical approaches such as fundamental and technical analysis to build and monitor individualized portfolios.

Robert Clark is a financial advisor at Prosperitas Financial, LLC with three years of industry experience. He holds the Series 65 designation and has prior experience at PGT and Petersen International. Clark also supports employee benefits brokers by providing individual insurance solutions for executives. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate clients, managing approximately $812 million across diverse portfolios using a combination of analytical approaches and third-party money managers.

Racquel Wilder is a financial advisor with Prosperitas Financial, LLC in Valencia, CA, holding one year of industry experience. She has been involved with Two Wilder Inc. since 2015. Prosperitas Financial is a multi-team registered investment adviser managing approximately $812 million for around 1,745 clients, including individuals, high-net-worth clients, trusts, retirement plans, and corporate entities. The firm offers a range of services including asset management and financial planning, using a variety of analytical approaches and individualized portfolio construction.

Katherine Cooper is a CPA and financial advisor at Prosperitas Financial, LLC with one year of experience at the firm and over a decade of experience as a certified public accountant. She has been operating her own CPA practice since 2014. Prosperitas Financial is a multi-team registered investment adviser with 39 advisors managing approximately $812 million for individuals, trusts, retirement plans, and corporate entities. The firm offers a wide range of services including asset management and financial planning, employing a mix of analytical approaches and individualized portfolio strategies.

Sean Denich is a financial advisor at Prosperitas Financial, LLC in Valencia, CA. He holds a Series 65 designation and has been with Prosperitas since 2026. Prior to joining the firm, he worked in behavioral health and education-related roles. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm manages approximately $812 million across various asset classes using a combination of analytical approaches and may engage third-party money managers to implement client strategies.

Roslyn Clark is a financial advisor at Prosperitas Financial, LLC with one year of industry experience. She has been with Prosperitas Financial since 2024 and has additional experience with Prosum dating back to 2011. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million for about 1,745 clients, offering services including asset management, comprehensive portfolio management, financial planning, retirement plan consulting, and third-party adviser management.

Mark Gustafson is a financial advisor with Prosperitas Financial, LLC, holding a Series 66 designation and one year of industry experience. His career includes roles at Guardian Life Insurance Company, Park Avenue Securities, WestPac Wealth Partners, and Merlin Financial Services. Outside of advising, he serves as a power of attorney for his mother. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm manages approximately $812 million across about 1,745 clients with services including asset management, comprehensive portfolio management, financial planning, and retirement plan consulting, employing a variety of analytical approaches and third-party managers.

Ralph Dexter is a financial advisor at Prosperitas Financial, LLC with 40 years of industry experience. He holds a Series 66 designation and has worked at firms including Centaurus Financial and RDD Wealth Management. Outside of financial advising, he owns and operates a small tax and accounting business. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across a range of investment strategies, employing analytical approaches such as fundamental, technical, sector, and cyclical analysis.

Jeremy Leibowitz is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with Prosperitas Financial, LLC, where he has been since 2023. His prior experience includes roles at GWN Securities, Inc. and Axa Advisors, LLC. Leibowitz also works as a consultant and financial planner advising clients on disability and long-term care insurance and participates as a Dave Ramsey SmartVestor Pro, offering financial planning and retirement guidance. Prosperitas Financial is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, and corporate entities. The firm manages diversified portfolios using stocks, bonds, ETFs, mutual funds, options, and structured instruments, employing various analytical approaches and third-party managers as needed.

Christopher Ingram is a financial advisor with Prosperitas Financial, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Next Financial Group Inc, Guardian Life, Woodbury Financial Services, Inc., and Morgan Stanley DW Inc. Ingram is also involved in tax planning through a planned partnership with an accounting firm and promotes nutritional supplements as a sponsored athlete. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across various asset classes using a mix of analytical approaches and offers comprehensive portfolio management and consulting services.

Howard Martinez is a financial advisor with Prosperitas Financial, LLC, holding a Series 66 designation and over 20 years of industry experience. His career includes roles at Morgan Stanley from 2006 to 2015, followed by nearly a decade at Kinecta Financial & Insurance Services and LPL Financial before joining Prosperitas in 2024. He has also participated as a research study contributor at Adler Weiner Research. Prosperitas Financial is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, and corporate entities. The firm offers asset management, financial planning, retirement plan consulting, and other advisory services, managing approximately $812 million across about 1,745 clients. Its investment approach includes building individualized portfolios using various securities and analytical methods, with regular monitoring and rebalancing.

Jennifer Brown is a financial advisor at Prosperitas Financial, LLC with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Brown Investment Management, GoTo Financial, Merrill, Banc of America Investment Services, Inc., and Morgan Stanley. In addition to her advisory role, she is the owner and CEO of a financial and technology startup, The Investor Card LLC. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across diverse portfolios, employing a blend of fundamental, technical, sector, and qualitative analyses while offering comprehensive portfolio management and consulting services.